profile

Jeremy E. Frazer

Wealth Advisor Heartland Wealth Management

About Jeremy

Jeremy Frazer is a wealth advisor and concentrates on wealth management, advisory services, and portfolio management. He holds the Chartered Financial Analyst® designation. Jeremy has more than eight years of sell-side equity research experience at William Blair and JMP Securities, where he covered financial technology, payments infrastructure, business services, and specialty consumer finance. He and his wife have two children and reside in Geneva, Illinois.

Industry experience since 2006

  • JMP Securities
  • Joined William Blair in 2006-2012, rejoined in 2014

Professional Associations

  • CFA Institute
  • CFA Society of Chicago

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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